account_balance
Investment manager · 13F filer · SEC CIK 944361
Cliftonlarsonallen Wealth Advisors, LLC
Reported value$7.66Bas of Sep 30, 2026
Positions241 9 new, 21 sold out
Top 10 weight64.0%VOO alone is 22%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
22.4%Added +4%
VEAVanguard Tax-Managed FDS
10.7%Added +5%
SPHQInvesco Exchange Traded Fd T
8.5%Added +5%
VTEBVanguard Mun Bd FDS
4.2%Added +7%
SPSMSPDR Series Trust
3.6%Added +4%
VWOVanguard Intl Equity Index F
3.5%Added +6%
SPABSPDR Series Trust
3.4%Added +8%
VGITVanguard Scottsdale FDS
3.3%Added +7%
MBBiShares Tr
2.4%Added +5%
SPIBSPDR Series Trust
2.0%
NOBLProshares Tr
1.9%
FLMI1.7%
VOOVanguard Index FDS
22.4%Added +4%
VEAVanguard Tax-Managed FDS
10.7%
SPHQInvesco Exchange Traded Fd T
8.5%+5%
VTEB4.2%
SPSM3.6%
VWO3.5%
SPAB3.4%
VGIT3.3%
MBB2.4%
SPIB
NOBL
FLMI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 22.4% Added +4%
VEA Vanguard Tax-Managed FDS 10.7% Added +5%
SPHQ Invesco Exchange Traded Fd T 8.5% Added +5%
VTEB Vanguard Mun Bd FDS 4.2% Added +7%
SPSM SPDR Series Trust 3.6% Added +4%
VWO Vanguard Intl Equity Index F 3.5% Added +6%
SPAB SPDR Series Trust 3.4% Added +8%
VGIT Vanguard Scottsdale FDS 3.3% Added +7%
MBB iShares Tr 2.4% Added +5%
SPIB SPDR Series Trust 2.0% Added +7%
NOBL Proshares Tr 1.9% Held
FLMI Franklin Templeton ETF Tr 1.7% Added +5%
What changed
Biggest moves since Jun 30, 2026
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